MUNY · Insider trading · 13F holders · Congress trades
Vanguard New York Tax-Exempt Bond ETF (MUNY)
Who is buying and selling MUNY: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 12
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
MUNY at a glance
- No open-market insider purchases or sales of MUNY were filed in the last 90 days.
- 12 13F filers hold MUNY among their 50 largest positions, worth $72.8M combined. The biggest bets by portfolio weight are Francis Financial, Inc. (2.9%), Bridgewater Advisors Inc. (1.6%) and Ogorek Anthony Joseph /ny/ /adv (1.5%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in MUNY.
MUNY insider trading
No open-market insider purchases or sales of MUNY were filed in the last 90 days.
Who owns MUNY? Hedge funds and superinvestors
12 13F filers hold MUNY among their 50 largest positions, worth $72.8M combined. The biggest bets by portfolio weight are Francis Financial, Inc. (2.9%), Bridgewater Advisors Inc. (1.6%) and Ogorek Anthony Joseph /ny/ /adv (1.5%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc.Wealth manager | 1.6% | $29.2M | 287,315 | +8.1% shares | Q2 2026 |
| Francis Financial, Inc.Wealth manager | 2.9% | $17.7M | 170,398 | +13.9% shares | Q2 2026 |
| WNY Asset Management, LLCWealth manager | 0.8% | $8.5M | 81,565 | +2.7% shares | Q2 2026 |
| Ogorek Anthony Joseph /ny/ /advInvestment manager | 1.5% | $6.0M | 57,890 | — | Q2 2026 |
| Rialto Wealth Management, LLCWealth manager | 0.9% | $4.4M | 42,042 | +64.0% shares | Q2 2026 |
| Rise Advisors, LLCWealth manager | 0.6% | $2.2M | 22,962 | +1.4% shares | Q3 2026 |
| Satovsky Asset Management LLCWealth manager | 0.3% | $2.1M | 20,615 | +21.6% shares | Q2 2026 |
| Prospect Financial Services LLCWealth manager | 0.5% | $960K | 9,234 | — | Q2 2026 |
| Graney & King, LLCWealth manager | 0.2% | $580K | 5,580 | +12.8% shares | Q2 2026 |
| Compass Planning Associates IncWealth manager | 0.2% | $424K | 4,357 | +0.0% shares | Q3 2026 |
| OakTrust Wealth Advisors, LLCWealth manager | 0.3% | $343K | 3,298 | — | Q2 2026 |
| Boston Standard Wealth Management, LLCWealth manager | 0.0% | $303K | 3,110 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 9). Screen MUNY in the grand portfolio →
MUNY stock trades by members of Congress
No member of Congress has disclosed a trade in MUNY.
MUNY questions and answers
Are insiders buying MUNY stock?
No open-market insider purchases or sales of MUNY were filed in the last 90 days.
Which hedge funds own MUNY?
12 13F filers hold MUNY among their 50 largest positions, worth $72.8M combined. The biggest bets by portfolio weight are Francis Financial, Inc. (2.9%), Bridgewater Advisors Inc. (1.6%) and Ogorek Anthony Joseph /ny/ /adv (1.5%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
Has Congress traded MUNY?
No member of Congress has disclosed a trade in MUNY.
Who is the largest holder of MUNY?
Among 13F filers, Bridgewater Advisors Inc. reports the largest MUNY position, $29.2M (287,315 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Francis Financial, Inc.'s: 2.9% of its portfolio.
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